Microsoft

Course 55103-A: Creating and Sharing Interactive Dashboards with PowerPivot, Power View and SharePoint Server

Course 55103-A: Creating and Sharing Interactive Dashboards with PowerPivot, Power View and SharePoint Server

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In this course students will learn how to create and share interactive dashboards using Excel PowerPivot, Power View and SharePoint. Students will walk through the development of a dashboard project with the steps, concepts, formulas, and functions that are used explained in detail.

Audience Profile

This course is targeted at Business Intelligence developers and Power Users that are currently, or are in process of, developing Excel dashboards.

Prerequisites

  • Experience installing PC hardware and devices.
  • Basic understanding of TCP/IP and networking concepts.
  • Basic Windows and Active Directory knowledge.
  • The skills to map network file shares.
  • Experience working from a command prompt.
  • Basic knowledge of the fundamentals of applications. For example, how client computer applications communicate with the server.
  • Basic understanding of security concepts such as authentication and authorization.
  • An understanding of the fundamental principles of using printers.

Course outline

Module 1: Course Overview
Module Overview

This module explains how the class will be structured and introduces course materials and additional administrative information.

Lessons

Introduction
Course Materials
Facilities
Prerequisites
What We’ll Be Discussing

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Successfully log into their virtual machine.
Have a full understanding of what the course intends to cover.

Module 2: Dashboard Principles
Module Overview

In this module we will explore the elements needed for effective and efficient dashboard building. We will cover best practices for success in business intelligence, and also examine visualization types, along with the pros and cons associated with each, and common pitfalls, so you’ll know what to avoid when designing dashboards.

Lessons

Best Practices for Success in Business Intelligence
It Is All in the Numbers
Tables or Graphs
Types of Graphs
Key Performance Indicators
Pitfalls in Dashboard Design
Group Exercise and Discussion

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Understand best practices for success in business intelligence.
Understand how to choose between tables or graphs and what makes each unique.
Understand key performance indicators.
Explain and avoid pitfalls in dashboard design.
Understand what makes an effective dashboard.

Module 3: Sourcing the Data
Module Overview

In this module we will explore importing data, creating relationships, and utilizing date tables. We will also create and configure calculated columns, calculated fields, and KPIs.

Lessons

Importing the Data
Relating the Data in the Model
Date Table
Enriching the Data

Lab Sessions

Sourcing the Data

Lab Lessons

Importing Data into the Model
Relating Tables in the Data Model
Mark a Table as a Date Table
Creating Calculated Fields
Creating a KPI in PowerPivot

After completing this module, students will be able to:

Import data into the model.
Create relationships between tables in the data model.
Mark a table as a date table.
Create calculated fields.
Create a KPI in PowerPivot.

Module 4: Creating the Excel Dashboard
Module Overview

In this module we will create an Excel dashboard. We will explore how to create and configure pivot tables and pivot charts using PowerPivot, and we’ll also cover how to create a custom table, add that table to the data model, and configure the results to format conditionally.

Lessons

Adding the Pivot Tables from PowerPivot
Adding the Pivot Charts from PowerPivot
Enhancing the Dashboard with a Linked Table
Formatting with Color

Lab Sessions

Creating the Excel Dashboard

Lab Lessons

Adding Pivot Tables from PowerPivot
Adding Pivot Charts from PowerPivot
Enhancing the Dashboard with a Linked Table
Formatting with Color

After completing this module, students will be able to:

Add pivot tables from PowerPivot.
Add pivot charts from PowerPivot.
Enhance the dashboard with a linked table.
Format dashboards with color.

Module 5: Adding Power View Maps and Sharing
Module Overview

In this module we will explore Power View. We will explain the interface and cover the tables and charts available. Lastly we will demonstrate how to share your dashboards using SharePoint.

Lessons

Power View in Excel 2013
Power View User Interface
Tables
Charts
Maps
Sharing Dashboards

Lab Sessions

Adding Power View Maps and Sharing

Lab Lessons

Using Maps with Power View
Saving to SharePoint

After completing this module, students will be able to:

Understand the options provided with Power View.

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